IRIS KashFlow

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During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Archived Product Codes / Sales Code to a separate tab

Currently when you untick the box to mark a product code or sales code as an archived item and not to appear in the active dropdown lists the product remains on the relative page amongst the other active codes. My proposal would be to add a button...

Ben over 3 years ago in IRIS KashFlow / Other 0 New

4 VOTE

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...

Gareth Hope about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

remove country

PLEASE remove the United Kingdom at the end of customer addresses. I aleady have to fit addresses in to a standard envelope window. This is so annoying and looks unprofessional

Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

Guest over 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Aged Debtors Emails - the link in the email should be as a text box with hyperlink to the invoice

Currently the link to the invoice only shows as a hyperlink which looks messy and unprofessional. It would look better with text in the email with hyperlink associated with it.

Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...

Ben about 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

1 VOTE

Would is be possible to add another field with a pop up calander so you can add a date after an item so it that will displayed on the invoice ?

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Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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